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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,882 | $108,882-32.1% | $96,754-23.6% | $154,746-52.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 26.45% | 98.39%-71.9pp | 82.04%-55.6pp | 172.34%-145.9pp |
| Employer contribution / active EE | $8,645 | $3,018+186.4% | $2,679+222.7% | $4,379+97.4% |
| Participant deferral / active EE | $16,253 | $5,323+205.4% | $4,758+241.6% | $6,730+141.5% |
| Admin fee / account holder | $39,902 | $10,200+291.2% | $8,905+348.1% | $14,365+177.8% |